Transaction Sync

Transaction Sync

Since ACH transactions take time to settle, Transaction Sync will keep your ACH transactions up to date in Salesforce via the Transaction Sync Batch. Chargent can sync your ACH transactions from the time they are initiated until they are settled.

The Transaction Sync Batch will update the following two fields on the Transaction Record:

Supported Gateways #

 The following gateways currently support Transaction Sync.

  • Authorize.net
  • BlueSnap
  • Braintree
  • EziDebit
  • Network Merchants NMI
  • Paysafe
  • PayTrace
  • USAePay
  • Worldpay (Vantiv/Litle)

How to Set Up Transaction Sync #

Add the Fields to your Page Layout

  1. Navigate to any Transaction record
  2. Click the gear icon  and select Edit Object
  3. Under Page Layout, click the layout you want to update
  4. Add the fields ‘Transaction Status’ and ‘Settlement Date’

Create a scheduled Apex Class

  1. Click the gear icon  and select Setup
  2. In the Quick Find search and select Apex Classes
  3. Click Schedule Apex
  4. Name your batch.
  5. Choose the following field values:
    • Apex Class = scheduledBatchUpdateTransactionStatus
    • Frequency = Weekly
    • Check every day of the week
    • End date = Some date in the distant future. We recommend 2050
    • Preferred Start Time = Run during the middle of the night or early in the morning, preferably when no other jobs are running
  6. Click Save

Transaction Sync Considerations #

  • The Transaction Sync Batch will filter out any Transaction records with a final Transaction Status. The actual Transaction Status will depend on your specific gateway, but The Settlement Date field will reflect the date that the transaction was changed to a final value.
  • Customers who are on a Usage-Based payment plan should contact us prior to enabling Transaction Sync, as it will impact your usage count.

See Also

What are the final Transaction Status values for Transaction Sync?
What are the different Chargent batches?

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Chargent is very useful, and is able to make complicated integrations much more straightforward. In just a few minutes, the setup wizard is able to connect you to a variety of different gateways to test or process live transactions. There’s also good documentation to walk you through the specifics of integrating with a particular gateway. The few complications I’ve run into have been handled by a capable and friendly support team.

James M, July 2022

I’m a consultant in the Entertainment space and my clients are always looking for a quick/easy way to leverage their existing payment processing provider within Salesforce. I recommend Chargent every single time. The solution is flexible and allows for a great deal of customization.

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We are using Chargent for handling payment processing. On one click of “Send Pay Request” we can send an email and customer can pay easily just with a link. Customer support team is quick in response and ready to help. I like how Chargent stay ahead and helps update Chargent app according to Salesforce new releases.

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The Chargent product has streamlined our process for credit cards. Our customers and sales team find it easy to tokenize our credit card payments. Any questions are answered quickly by the customer support team. Chargent was the right partner for my company.

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Chargent works really well and can be configured lots of different ways to fit your business needs. I’ve implemented the product on a few different projects with a variety of requirements and the package is very smooth. The Chargent Support team is also one of the best I’ve ever worked with.

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BEST IN CLASS!! Chargent was a game changer for us. It has allowed a payment automation process for our sales team that we could not live without. The team is quick to respond and eager to help. I could not ask for a better partner.
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Financial Services, July, 2020

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Salesforce Consultant, March, 2019

With Robert’s help my client was able to convert sales to cash and utilize partial payment and recurring payment settings. With Chargent and DBSync integrations, my client is able to integrate QuickBooks Enterprise to record invoices, payments and estimates for progress billing. I highly recommend this integration.

Salesforce Consultant, June, 2019

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Andrew K, May, 2020
We needed to streamline our Auth.Net connection for our members credit card transactions so that they are viewable and management in SF. Chargent was the perfect application for this to occur. It is very user friendly and is a native SF application, which is also a huge plus. Highly recommend this application!
Kevin K., August, 2022
As someone who has a technical background but is relatively new to working in Salesforce, I have been very impressed with the Chargent product for Salesforce. I was first impressed by the very comprehensive guides and online documentation available. Subsequently, in working to update and upgrade our Chargent implementation, our organization has worked with three different support reps over the past year and each one has been super friendly, very helpful, and very technically proficient. A great example of how to do technical support the right way!
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I implemented Chargent for an end customer because of the limitations on the current app that they were using. The Chargent APIs are super simple, the support staff was great and very responsive. We found a great partner in Chargent. The simplicity in setting up multiple gateways and recurring billing configuration options are second to none if you want the go by clicks not code mantra.

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The Support Team at Chargent was very helpful and diligent in supporting our needs and transition to Chargent. Responses were on time and punctual on a case by case basis and the support team is a pleasure to work with!
John D., March, 2022

We are successfully tokenizing credit cards, sending payment links, and processing credit cards for multiple payment gateways and companies. Setup was easy and tech support was very responsive when needed. Chargent was exactly what our company needed to capture payments via Salesforce. Thanks to the flexibility and security features of Chargent, we have been able to reduce our credit card processing fees by close to 2%.

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We needed to streamline our Auth.Net connection for our members credit card transactions so that they are viewable and management in SF. Chargent was the perfect application for this to occur. It is very user friendly and is a native SF application, which is also a huge plus.

Kevin K, August 2022
We have been using devs to handle our connections between FormAssembly, Chargent and Salesforce. I was asked to change our payment methods and was having issues with it being charged to the wrong gateway. Nick and I had a web meeting in which he was able to point out the issue of a different process builder that was changing gateways from the one I thought was. Even though this issue was on our Salesforce end, he was more than willing to help and explain things to me.
Tim P, November 2022
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